Tags » Investment Services

Active or passive investing? Try a hybrid approach when it comes to your portfolio

Investors have long debated whether to opt for cheaper exchange-traded funds, which track a broader index, or to stick with active funds, which have higher fees but are overseen by a manager who can make changes depending on market conditions. 739 more words


TD could inject $1.5 billion into Scottrade bid without compromising regulatory capital ratios: CIBC

Toronto-Dominion Bank could afford to inject about $1.5 billion into a bid by minority-owned TD Ameritrade for rival U.S. discount brokerage Scottrade Financial Services Inc., while still maintaining an adequate regulatory capital cushion, according to analysts at CIBC Capital Markets. 240 more words

FP Street

Investing goes fossil free - without affecting performance

Put it down to the rise of the divestment movement — the wish by institutional investors to rid themselves of their holdings of companies in the fossil fuel business. 528 more words

FP Street

Investment Services at the Private Banking and Investment Group

Rod Westmoreland is a veteran in the field of wealth management strategies and currently provides financial advising services at Merrill Lynch in Atlanta, Georgia. Also a member of the Private Banking and Investment Group Advisory Board, Rod Westmoreland focuses on total portfolio strategies and serving the financial needs of wealthy families and high net worth clients. 133 more words

Rod Westmoreland

What the world's top fund managers bought and sold during the second quarter

Monday was the deadline for money managers with more than US$100-million in U.S. equities to submit 13F filings, which detail their quarterly holdings. While the filings come 45 days after the end of a quarter, they can provide insight into the strategies of some of the world’s top investors. 825 more words


Soros said to seek CIO as Burdick steps down after eight months

Ted Burdick is stepping down as chief investment officer for George Soros’s $25 billion family office after less than a year in the role.

Burdick, who had been head of distressed debt and arbitrage groups before his promotion in January, will remain in his current post until a replacement is found and then will return to running a credit portfolio at the firm, according to people familiar with the matter. 286 more words


M. Ann Marshall

Title: Owner (Retired)
Company: James P. Marshall Inc.
Location: North York, ON Canada

Following the encouragement of her husband, M. Ann Marshall decided to open James P. 204 more words